Michael J. Puzo’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$275K Buy
2015
Q4
Sell
2015
Q3
$1.75M Hold
2015
Q2
$1.88M Buy
2015
Q1
$1.79M Hold
2014
Q4
$1.78M Buy
2014
Q3
$243K Hold
2014
Q2
$242K Buy